## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/us/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Xero Integrate Zoho Billing with Xero to unify your subscription management and accounting. In the following sections, you’ll learn how to set up the integration and how to use it efficiently along with other tips and tricks. **Prerequisites** Have an active account with Xero and ensure that the base currency is the same in both Xero and Zoho Billing. ### Authorize Access to Xero To set up the integration you’ll have to authorize access to Xero. Here’s how to do this: * Log in to your [Zoho Billing](/billing/) organization. * Go to _Settings_ in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Connect to Xero**. ![Connect To Xero](/billing/images/help/images/integrations/xero/connect.png) * In the page that opens, log in to your Xero account. Select the organization in Xero that you want to integrate with and click **Allow access** to agree to transfer data between the apps. After completing the initial setup with Xero, you will be redirected to your Zoho Billing organization and the _Chart of Accounts_ module will be enabled in the left side bar. Ensure that you add the **Account Code** of accounts associated with the integration to prevent failures during exporting or syncing transactions. This step is important when setting up the integration with Xero as account codes are a mandatory requirement for the sync. #### Add Account Code * Go to _Chart of Accounts_ in the left side bar. * Select the account associated with the integration and click **Edit**. * Update the **Account Code** field and click **Save**. Your account codes will be updated, and you can start configuring the integration. Here’s how: ### Configure the Integration The integration configuration is split into three sections: * [Import From Xero](/us/billing/help/integrations/xero-integration.html#import) * [Export To Xero](/us/billing/help/integrations/xero-integration.html#export) * [Tax Mapping](/us/billing/help/integrations/xero-integration.html#tax-mapping) #### Import From Xero This section lets you select what you want to import from Xero into Zoho Billing. * The _Chart Of Accounts_ option will be marked by default and imported into Zoho Billing as a new module in the sidebar. * If you want to import your customers, mark the option next to _Customers_. ![Import From Xero](/billing/images/help/images/integrations/xero/import.png) #### Export To Xero This section lets you select what you want to export to Xero from Zoho Billing. The first part in this section lets you configure your export preferences for transactions. * Select a date from when you want the data to be exported to Xero in _Export Data From_. * Select the frequency in which you want the data to be synced to Xero in _Sync Frequency_. ![Sync Frequency](/billing/images/help/images/integrations/xero/sync-frequency.png) * Mark the **Invoices and Payments Received** option to export your invoices along with the payments received for them to Xero. **Note:** When an invoice is written off in Zoho Billing, a credit note is automatically created and associated with the corresponding invoice in Xero. * Mark the **Credit Notes** option to export credit notes to Xero. * Select an account under which you want to record the bank charges, write-offs, discounts, shipping charges, and adjustments recorded from the transactions. ![Export From Xero](/billing/images/help/images/integrations/xero/export.png) #### Tax Mapping Here’s how to map taxes in Zoho Billing with taxes in Xero: * Select an existing tax in Zoho Billing under _Taxes in Zoho Billing_, and then select the corresponding Xero tax to be mapped under _Taxes in Xero_. ![Tap Mapping](/billing/images/help/images/integrations/xero/tap-mapping.png) **Note:** Ensure that you have chosen the taxes with the same tax rates. * Click **Save** after configuring all the required fields. Once the taxes are mapped, whenever transactions with taxes are exported from Zoho Billing, the corresponding tax in Xero will be automatically applied. ### Sync Between Zoho Billing and Xero After you have configured the integration, here’s how the actions you do in Zoho Billing will be recorded in Xero: Action in Zoho Billing What Happens in Xero Sync Type Sync Restrictions Create a Customer Creates a new contact. Two-way sync A contact will be exported only if it’s associated with a transaction after integrating. Create an invoice Creates a new invoice. One-way sync Invoices in the draft status won’t be exported. Update an invoice Updates the corresponding invoice. One-way sync The invoice won’t be updated if it has associated payments or credit; it has been voided or written off. Delete or void an invoice The invoice will be voided. One-way sync Invoices that have been written off or associated with a credit note cannot be voided. Write off an invoice A credit note will be created, and the credits will be associated with the invoice. One-way sync No restrictions Record a payment for an invoice Creates a payment and associates it with the invoice. One-way sync No restrictions Update the payment for an invoice Updates the payment recorded for the corresponding invoice. One-way sync No restrictions Delete the payment associated with an invoice Deletes payment for the corresponding invoice. One-way sync No restrictions Create a credit note Creates a new credit note. One-way sync Credit notes in the draft status won’t be exported. Update a credit note Updates the corresponding credit note. One-way sync No restrictions Allocate credits from a credit note to an invoice Allocates the credits from the corresponding credit note to the specified invoice. One-way sync No restrictions Delete a credit note Deletes the corresponding credit note. One-way sync If you’ve associated the credit note with an invoice, you must remove it. Create a refund for a credit note Creates a refund for that corresponding credit note. One-way sync No restrictions Update a credit note refund Updates the corresponding credit note refund. One-way sync No restrictions Delete a credit note refund Deletes the corresponding credit note refund. One-way sync No restrictions #### Sync Details of Customers The table below will show you how your contacts from Zoho Billing will be stored in Xero. Zoho Billing Xero Customer Display Name Contact Name Primary Contact - First name First Name Primary Contact - Last Name Last Name Customer Email Email Customer Phone - Work Phone Number Customer Phone - Mobile Mobile number Billing Address Billing Address Shipping Address Delivery Address Currency Currency Contact Persons Additional People #### Sync Details of Items Items in Zoho Billing will not be synced with Xero automatically. However, you can export the items from Xero and import them into Zoho Billing if you want to view them. #### Sync Details of Invoices and Credit Notes The table below will show you how your invoices from Zoho Billing will be saved in Xero when it syncs. Zoho Billing Xero Invoice# Invoice# Invoice Date Date Due Date Due date Item Rate Unit price Item Quantity Quantity Discount The item name along with the discount amount will be added as a separate line item. Tax Tax rate Tax Type Amounts are Shipping Charges The item name along with the shipping charge will be added as a separate line item. Adjustements The item name along with the adjustment amount will be added as a separate line item. Round Off The item name along with the round off amount will be added as a separate line item. ### Disable the Integration When you disable the integration, the integration will be put on hold, and no data will be exported or imported from Xero. You can enable it again whenever you want without having to configure the integration from scratch. To disable the integration: * Go to _Settings_ in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** under _Xero_. * Click the dropdown next to _Configure_ at the top and select **Disable Integration**. ![Disable Integration](/billing/images/help/images/integrations/xero/disable.png) * In the pop up that appears, click **Disable Integration** again. Now, the integration will be disabled. To enable the integration again, click **Enable Integration** in the top right corner of the integration details page. ![Enable Integration](/billing/images/help/images/integrations/xero/enable.png) ### Delete the Integration Here’s how to delete the integration: * Go to _Settings_ in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click the **Trash** icon next to _Show Details_ under Xero. ![Delete Integration](/billing/images/help/images/integrations/xero/delete.png) * In the pop up that appears, click **Delete Integration** again. You can also delete the integration in the integration details page by clicking the dropdown next to _Configure_ at the top and selecting **Delete Integration**. After you delete the integration, Zoho Billing and Xero will not be in sync. However, any existing data will continue to remain in both Zoho Billing and Xero. **Insight:** You can track the transactions that have failed to sync under **History** in the integration details page or in the [**Activity Logs & Audit Trail**](/us/billing/help/reports/activity.html) report. For the transactions that could not be synced due to missing account codes, you must first [**add account code**](#account-code) in Chart of Accounts and edit each transaction to retry. **Note:** You can sync your transaction instantly by clicking **Sync Manually** in the integration details page, or the transactions will be automatically synced as scheduled in the **Next Sync Time**.